Q1 2019 |
|
|
|
|
|
|
13F-NT |
4/12/2019, 02:21 PM |
Q2 2017 |
2,792 |
$3.58B |
+$1.42B |
-$760M |
+$662M |
BWX, BRKA, GOOG, GEXXXX, AAPL
|
13F-HR |
8/11/2017, 04:54 PM |
Q1 2017 |
3,040 |
$3.58B |
+$1.2B |
-$1.28B |
-$70.9M |
BRKA, TLT, MO, JPM, AMZN
|
13F-HR |
5/12/2017, 04:12 PM |
Q4 2016 |
3,318 |
$4.03B |
+$1.64B |
-$1.34B |
+$301M |
SPY, TLT, BAC, C, BRKB
|
13F-HR |
2/10/2017, 03:51 PM |
Q3 2016 |
3,000 |
$4.18B |
+$1.47B |
-$1.74B |
-$268M |
SPY, BRKA, DEM, TLT, IEI
|
13F-HR |
11/10/2016, 03:41 PM |
Q2 2016 |
2,886 |
$4.79B |
+$2.45B |
-$827M |
+$1.62B |
HYS, SPY, BRKA, SH, MA
|
13F-HR |
8/12/2016, 04:23 PM |
Q1 2016 |
2,695 |
$3.54B |
+$1.3B |
-$1.12B |
+$187M |
BILXXXX, TLT, IEF, BRKA, FMX
|
13F-HR |
5/13/2016, 04:41 PM |
Q4 2015 |
3,431 |
$5.87B |
+$1.69B |
-$1.66B |
+$37.5M |
BRKA, SPY, AAPL, BAC, DEO
|
13F-HR |
2/12/2016, 03:51 PM |
Q3 2015 |
3,278 |
$6.1B |
+$2.54B |
-$776M |
+$1.76B |
MINT, DIA, AAPL, NVS, IWM
|
13F-HR |
11/13/2015, 04:23 PM |
Q2 2015 |
3,260 |
$5.58B |
+$1.92B |
-$789M |
+$1.13B |
SPY, GOOGLXXXX, GOOGXXXX, TLT, BND
|
13F-HR |
8/13/2015, 05:20 PM |
Q1 2015 |
3,059 |
$4.91B |
+$1.37B |
-$1.8B |
-$438M |
SPY, ASML, GOOGLXXXX, BUD, VOD
|
13F-HR |
5/15/2015, 03:01 PM |
Q4 2014 |
3,693 |
$6.1B |
+$3.02B |
-$1.29B |
+$1.73B |
SPY, GOOGLXXXX, GOOGXXXX, BRKA, NVS
|
13F-HR |
2/17/2015, 08:05 PM |
Q3 2014 |
3,528 |
$5.17B |
+$1.55B |
-$2.12B |
-$573M |
SPY, EEM, PCLN, BRKA, VOD
|
Restatement |
12/29/2014, 04:28 PM |
Q2 2014 |
3,575 |
$6.43B |
+$2.22B |
-$2.15B |
+$65.3M |
RDSA, PCLN, AAPL, BRKA, AZN
|
13F-HR |
8/14/2014, 12:48 PM |
Q1 2014 |
4,008 |
$8.02B |
+$2.77B |
-$2.15B |
+$623M |
AAPL, SPY, GOOGLXXXX, AAPL, VOD
|
13F-HR |
5/14/2014, 06:00 PM |
Q4 2013 |
4,255 |
$9.05B |
|
|
|
AAPL, SPY, GOOGLXXXX, AAPL, PCLN
|
13F-HR |
2/13/2014, 12:49 PM |